Job Description
Are you an exceptional Paraplanner seeking an environment where your skills and experience will be acknowledged and valued?
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Do you want a long term role in a growing business that provides quality ethical advice to their clients?
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A friendly positive team of highly experienced Financial Planning Professionals.
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DUTIES AND RESPONSIBILITIE
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Prepare timely Statements of Advice; SOA attachments and SOA working papers and electronically file correctly for compliance purposes.
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Collect, collate and analyse research obtained from clients and third-party providers.
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Complete Term Deposits reviews and generate advice, if required.
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Complete superannuation and non-superannuation investment portfolio reviews and generate advice, if required.
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Monitor and maintain current technical reference materials, e.g. adviser guides, investment research, direct stocks model, performance statistics and Product Disclosure Statements.
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Meet with Advisers to discuss the recommendations and any advice nuances that may impact the advice outcomes.
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Keep abreast of market movements and raise relevant matters that may impact client advice and/or approved product list.
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Maintain awareness of the legislative and compliance requirements for effective delivery of advice.




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Build and maintain good relationships with internal teams for ease of administration and smooth processing.
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Contribute to the weekly team meetings and be willing to up skill and learn more from peers.
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KEY ATTRIBUTES, SKILLS AND QUALIFICATIONS
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Three or more years in financial planning, exposure to Xplan.
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Relevant tertiary qualification or progressing towards (eg. Graduate Diploma of Financial Planning) preferred but not essential.
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Excellent attention to detail, a natural affinity with numbers.
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Well-developed written and verbal communication skills.
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Production centric attitude, ie. A good time manager.
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Be a team player but have a strong personal motivation to succeed.
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Have a caring and amiable disposition.
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Be flexible and enjoy change, consider ongoing improvement as a norm.
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Committed to personal and professional development and willingness to attending seminars and career development sessions outside business hours.
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Desire to progress towards meeting the FASEA Code of Ethics standard.
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COMPUTER SYSTEMS
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Xplan, Microsoft Suite, third party websites, custom built software.
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📌 Career Paraplanner (New South Wales)
🏢 CDM Partners
📍 New South Wales